Niagen Bioscience Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 revenue grew 5% year-over-year to $31.5M, with net income of $6.3M and strong e-commerce growth. New product launches and a USP monograph for Niagen highlight innovation, while increased NMN competition and higher marketing spend present challenges.
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Niagen Bioscience highlighted its leadership in NAD supplementation, robust financials, and expanding product lines, including IV and telehealth offerings. Strategic partnerships and R&D drive growth, with new verticals in pharmaceuticals and skincare targeted for future expansion.
Fiscal Year 2025
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Delivered strong Q4 and FY2025 results with 30% revenue growth, improved margins, and robust cash position. Guidance for 2026 is 10–15% sales growth, with continued product innovation and expansion amid rising competition and regulatory uncertainty.
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Record Q3 2025 revenue grew 33% year-over-year to $34M, with net income up to $4.6M and gross margin improving to 64.5%. Guidance for full-year revenue growth was raised to 25%-30%, supported by strong e-commerce and new partnerships.
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NAD elevation is central to healthy aging, with robust clinical evidence supporting the company’s products across supplements, injectables, and pharmaceuticals. Financials are strong, with rapid growth, new product launches, and a conservative, science-driven marketing approach.
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Q2 2025 saw record revenue and net income, with strong growth in e-commerce and ingredient sales. Gross margin and cash position improved, and full-year revenue guidance was raised. Strategic partnerships and clinical studies support future growth.
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The company leverages decades of scientific research and clinical studies to differentiate its NAD+ products, focusing on both oral and injectable forms. Recent launches and influencer engagement have boosted financial performance, with further growth expected as new at-home injectables roll out.
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Q1 2025 revenue rose 38% year-over-year to $30.5M, with net income of $5.1M and strong e-commerce and ingredient growth. Gross margin improved to 63.4%, and full-year growth outlook was raised to 20%-25%. Niagen+ is now in 600 clinics, with further expansion and new product launches planned.
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A leading NAD-focused company highlighted its scientific leadership, robust financial health, and rapid expansion into IV and injection markets. Strong clinical results and new product launches, including at-home injections, position it for significant growth, especially with upcoming Parkinson's and ataxia studies.
Fiscal Year 2024
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Record Q4 and full-year revenue and net income were driven by strong e-commerce and ingredient sales, with gross margin and cash flow improvements. 2025 guidance projects continued double-digit growth, new product launches, and a company rebrand, supported by a robust balance sheet.
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Record Q3 revenue and net income driven by e-commerce and Niagen ingredient sales, including the launch of Niagen Plus/IV. Gross margin improved, cash flow remained strong, and full-year sales growth outlook was raised to 15% YoY. Niagen Plus rollout and regulatory progress are key future drivers.
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Nicotinamide riboside, a patented NAD precursor, underpins a profitable, research-driven business with strong growth, expanding from supplements to IV and pharmaceutical applications. Major clinical trials and influencer adoption are expected to drive further market expansion.
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Pre-IND submission for ataxia is set for late September, with a small, cost-effective study planned. Niagen Plus IV treatments are expanding rapidly through Wells Pharmacy, with revenue expected to begin in Q3 and further growth anticipated. The product is positioned to complement GLP-1 therapies, targeting both energy and muscle preservation.
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The event highlighted a diversified strategy across supplements, injectables, and pharmaceuticals, with strong IP, positive cash flow, and key clinical trials underway. Growth is driven by e-commerce, partnerships, and influencer marketing, with new verticals and markets targeted for expansion.
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Q2 2024 saw 12% revenue growth, near break-even net income, and strong cash flow, driven by e-commerce and B2B sales. The Niagen Plus launch was delayed, impacting 2024 guidance, but new clinical and regulatory milestones were achieved.